Berkshire Hathaway Allocates 37.4% of $330 Billion Portfolio to Three Key AI Stocks

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Berkshire Hathaway Leadership Transition

Warren Buffett has stepped down as CEO of Berkshire Hathaway (NYSE: BRKA, BRKB) after leading the company for 60 years, during which he grew it into a $1 trillion conglomerate. Buffett’s successor, Greg Abel, is now at the helm. Under Buffett’s leadership, Berkshire achieved a compound annual return of 19.7%, turning a $500 investment in 1965 into $24.2 million by 2025.

Berkshire Hathaway’s portfolio includes significant stakes in companies utilizing artificial intelligence (AI). Three major holdings—Apple (20.7% of the portfolio), Coca-Cola (9.9%), and Alphabet (6.8%)—represent more than one-third of overall portfolio value. As of Q1 2026, Google Search generated a record $60.4 billion in revenue, a 19% year-over-year increase, indicating strong momentum for Alphabet following its integration of AI technologies.

The company’s investment in Coca-Cola has seen a growth to $32.7 billion from an initial $1.3 billion investment between 1988 and 1994. Additionally, Apple has become an increasingly vital component of Berkshire’s portfolio, particularly as it expands AI integration across its devices.

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